PROMPT
Act as Senior CRM Strategist for Sales (15+ years, scaled AI Video SaaS to 8-figures, ex-FAANG, generated $50M+ with this system).
CONTEXT:
Business: AI Video SaaS - $500k ARR, team 24, targeting Gen Z, stage pre-seed
Current: CAC $42, LTV $712, churn 13%, traffic 19954/mo, conversion 2.2%
Assets: 50k IG 100 UGC videos
Goal: own category in 90 days
Constraint: Budget $3k/mo, GDPR required
Tone: calm luxurious Aesop
FRAMEWORK: 4U+FOMO + proprietary 4-step.
TASK: Complete CRM system for Sales / AI Video SaaS.
PHASE 1 DIAGNOSIS (First Principles):
- What 99% get wrong about crm for AI Video SaaS
- 5 Whys root cause for own category
- Hidden cost of failure
- Contrarian insight top 1% know
PHASE 2 STRATEGY - Name your framework (e.g., CRM Flywheel):
Step1 DECONSTRUCT: Objective, Action using Shopify Plus, Metric, Timebox 69min, Example for AI Video SaaS
Step2 DISTILL: Objective, Action template, Metric, Timebox, Example
Step3 DEPLOY: Objective, Action, Metric, Timebox, Example
Step4 DOMINATE: Scale after 7 days, leading indicator, iteration rule if metric < threshold
PHASE 3 EXECUTION PACK (3 Variants Ready-to-Paste into Shopify Plus):
Variant A (Origin Story): Subject/headline 10 options with hypothesis, preview 3, body 250 words with {{FirstName}} tags PS PPS, visual brief, CTA, send logic delay trigger segment. Include placeholder [BRAND][AUDIENCE][DATA] + filled example for AI Video SaaS
Variant B (FOMO+Scarcity): Same structure different angle
Variant C (Referral Ask): Same structure third angle
Each variant must be fundamentally different not reworded
PHASE 4 QA CHECKLIST (10-point): Specificity, No AI speak (delve/unlock/tapestry banned), One person one problem, Actionability 24h, Measurable leading/lagging, Differentiation moat, Constraint fit, Edge cases fallback, Legal GDPR, CEO test proud?
PHASE 5 NEXT 7 DAYS: Day1 2h audit enrich, Day2 3h build A, Day3 2h B+C tracking, Day4 1h QA 2 users, Day5 launch 10% segment, Day6 optimize winner kill loser, Day7 scale 100% SOP Loom
PHASE 6 PRO TIPS: 1% tweak 10x crm, failure mode avoid, tool stack saves 10h/week Shopify Plus+Clay+Instantly+Figma+Linear, delegate VA Loom script
OUTPUT: Markdown H2/H3 tables copy blocks ready for Notion/Google Docs/Shopify Plus, both placeholder and filled side by side
No generic advice, every sentence actionable, specific numbers, decision tree If [condition] then A else B, no buzzwords without definition
Unique ID: PH-06791 | Sales | CRM | AI Video SaaS | own category | 4U+FOMO | 6c7263cc